Pre-Onboarding:

 

We will require the following, before beginning Google Onboarding:

  • A Google Ads account.
  • A Google Merchant Center account.
  • If your website is not on Shopify, a Google Tag Manager account.

  

The Google Ads account will be used to run the ads, the Google Merchant Center will be used to host the product catalog, and the Google Tag Manager will be used to configure tags for remarketing and conversion tracking purposes.

 

If you have these accounts with same email address, start with the onboarding steps.  If you don’t have these accounts, refer to the Creation section.

Onboarding Steps

 

  1. Log into your AdYogi account.
  2. Go to My Account -> Setup, and choose your platform as Google,
  3. Connect your Google Account i.e. log into Google as you would log into Gmail. This Google account must have access to your Google Ads and Google Merchant Center accounts.
  4. Under “Google Ad Account”, click on the dropdown and select the account you wish to link.
  5. Under “Google Merchant Center”, click on the dropdown and select the account you wish to link.
  6. Under “Google Merchant Center Feed”, create your feed.
  7. Under “Google Analytics Account”, click on the dropdown and select the account you wish to link.
  8. Under “Google Tag Manager”, click on create button to create a GTM container for your website. If you have existing GTM conditioner associated with the mail id, we will get access to it.

 

This concludes google onboarding through the platform.

 

  1. Creation Section

 

        2.  GTM code pasting section

 

       3. Linking all the Google properties to the same email address section

 

 

 

1.  Creation Section

 

How do I create a Google Ad account?

  1. Go to ads.google.com
  2. Log into your Google account
  3. Almost immediately, you will see a window that asks about your main advertising goal. There is an option at the bottom about switching to Expert Mode. Click on it.
  4. There is an option called “Create an account without a campaign”. Click on it.
  5. Select/Confirm your Business Information, and click on Submit.

 

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For more details, refer to this link:

https://support.google.com/google-ads/answer/6366720?hl=en

 

  • How do I add a payment method to the Google Ads account?

 

  1. Go to ads.google.com
  2. Log into your Google Account
  3. Go to Tools & Settings (top right-hand side) – Billing – Billing Summary.
  4. Create a Payments Profile:-
    1. Under Account Type, select Business
    2. Under Tax Information, select Tax Status as Business
    3. Under Name and Address, enter Business Name, enter Name as the name of an official at your company authorized to spend on ads.
    4. Enter Address Line 1, City, Postal Code, and State
  5. Under Primary Contact: Enter the name and email address of the same person at the company, who is authorized to spend on ads.
  6. Under How You Pay, select Automatic Payments.
  7. Under Payment Method, enter all details, select "I agree to the Terms and Conditions", and click on submit.
  8. In the window that appears, type your card's CVV number and click on Continue.
  9. It’s recommended to add one Primary and backup card under payment methods.

 

 

  • How do I create a Google Merchant Center?
  • Go to merchants.google.com
  • Log into your Google account.
  • Under Enter your business information, select your Business Country, Business Display Name and Time Zone.
  • Check out the required fields as shown in the screenshots and accept the Merchant Center terms and Conditions, and click on “Create Account”.

 

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For more details, refer to this link:

https://support.google.com/google-ads/answer/188924?hl=en

 

 

  • How do I verify & claim my website in the Merchant Center?
  • Click on the Spanner icon at the top right-hand side and go to Tools – Business Information, and click on the Website tab.
  • Enter your e-commerce site’s domain.
  • Under “Select an option so Google can help you verify your website”, click on “I have access to my server”
  • Select the method “Add an HTML tag to my homepage”, then copy the meta tag you see.
  • Paste it on your website’s homepage, under the first <head> tag.
  • Come back to the same page i.e. repeat Step 7, and click on Verify URL. Then click on Claim URL.

 

  • How do I create Tag Manager Account?
  • Go to tagmanager.google.com
  • Log into your Google Account.
  • On the Tag Manager’s All Accounts page, click on Create Account
  • Choose an Account name, country, and Container name. Select the Target platform as Web. Click on Create, and agree to the terms of service.

 

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Refer to the below help article link for setting up the Google Analytics Account:

https://support.google.com/analytics/answer/1008015?hl=en 


2. GTM code pasting section

 

Now, we will require that the GTM code be pasted on the site.

 

  • Non-Shopify 

If your site is not on Shopify, paste your GTM code, under the first <head> tag, on every page of the site including the final Thank You page.


  

  • Shopify

The GTM code will be mailed to you once the onboarding process is complete. Here are the steps to paste the code that is sent-

  1. Log into your Shopify account.
  2. Go to the Online store.
  3. Go to Themes, then Actions, and Edit code.
  4. Go to theme.liquid
  5. Paste the code which you receive in an email as high as possible in the <head> tag.
  6. Go to Settings→ Checkout→ Additional Scripts and paste the script there and Save.

NOTE- 

GTM CODE NEEDS TO BE PASTED IN TWO PLACES AS MENTIONED ABOVE.

1. THEMES.LIQUID

2. ADDITIONAL SCRIPTS

 

This concludes what needs to be done for installing Google Tag Manager.

 

 

 

3. Linking all the Google properties to same email address section

 

  • It is important, for simplicity that the same email address is used to
  • Have Admin-level access to your Google Ads account, and
  • Have Admin-Level access to your Google Merchant Center account.
  • Have full access to your Google Tag Manager, including Publishing tag changes.

 

If you have the same email address, skip ahead to the Onboarding steps. 

 

If you don’t have the same email address, don’t worry. Follow the following steps and link your Google Ads account, Google Merchant center account, Google tag manager account & Google Analytics account to the same email address:

  • How do I link a Google Ad account to an email address? 
  • Go to ads.google.com
  • Log into your Google account.
  • Go to Tools & Settings (top right-hand side). 
  • Under Setup, go to Access and Security.
  • Under USERS, click on the ‘+’ sign.
  • Enter the email address for which access is to be given.
  • Set the Account Access level as Admin.
  • Click on Send Invitation.
  • Go to the inbox of the account, and accept the Invitation.

 

For more details, refer to this link:

https://support.google.com/google-ads/answer/6372672?hl=en

 

  • How do I link a Google Merchant Center to an email address?

 

  1. Go to merchants.google.com
  2. Log into your Google account.
  3. Click on the Spanner icon at the top right-hand side and go to Settings – Account Access.
  4. Under Users, click on the + sign. 
  5. Enter the email address for which access is to be given, and click on Add User.
  6. In the next window, under User Access, select Admin and click on Add User.

 

For more details, refer to this link:

https://support.google.com/merchants/answer/1637190?hl=en

 

  • How do I link a Google Tag Manager to an email address?
  • Go to tagmanager.google.com
  • Log into your Google Account, and go to the GTM container.
  • Click on the Admin tab (top left-hand side)
  • Under Container, go to User Management.
  • Click on the ‘+’ sign, add “your single email address you intend to use”, select Publish, and then click on Send Invitation.
  • Go to the inbox of the email address, and accept the invitation.

 

 

  • How do I link a Google Analytics Account to an email address?
  • Go to analytics.google.com
  • Go to Admin
  • Click on Account User Management 
  • Click on the plus button & on the Add User
  • Select Manage User Access
  • Enter email ID which you intend to use across all Google properties
  • Give all the permissions as shown in the screenshot below

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Refer to the below link for the requirements on Facebook On-boarding;
https://support.adyogi.com/en/support/solutions/articles/48001076947-facebook-onboarding-requirements